Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Artificial Intelligence
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Can't see all leads/opportunities

Subscribe

Get notified when there's activity on this post

This question has been flagged
opportunitiessalesleads
2 Replies
13526 Views
Avatar
johnCogitae

Hello ! I've a big problem in V7. Even if I set the right "Responsible" to the Sales for my user, i can't see every leads or opportunities. Only the user Admin, who has this right too, can see every thing. I also try to create a new user with this right but nothing to do .... Only Admin can see every leads and opportunities...

Can you help me?

Thx,

John.

1
Avatar
Discard
Avatar
Thomas Soumarmon
Best Answer

problem has been solved : * the rule "Personal Leads" is assigned to group "See Own Leads" * users belongs to group "See All Leads" * "See All Leads" group inherit from "See Own Leads" so that users added to "See All Leads" also belonged to "See Own Leads"

So the rule "Personal Leads" was used to filter the leads.

Solution : * remove inheritance from "See Own Leads" (and add inheritance from "Employees") * remove affected users from "See Own Leads"

The rule "Personal Leads" is now not triggered for users added to the group "See All Leads"

2
Avatar
Discard
Avatar
Ghanshyam Prajapati
Best Answer

Set "leads/opportunities" for your user as per following,

  • Go to Settings >> Users
  • Edit your User, Click on Access Rights Tab,
  • In Application you can see Sales
  • Select User: All lead Option, then save your user record,

Now you can see all leads/opportunities.

0
Avatar
Discard
johnCogitae
Author

I already do that ...

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
How to assign a campaign to a lead or opportunity in OpenERP 7.0?
opportunities sales leads campaign
Avatar
Avatar
Avatar
2
May 15
8067
Schedule call from Lead/Opportunity
opportunities sales leads schedule
Avatar
Avatar
4
Apr 15
8926
Avianca teléfono Bogotá¿Cómo llamar a Avianca Bogotá?
opportunities sales
Avatar
0
Dec 25
21
Automatic lead assignation for each seller Solved
sales leads
Avatar
Avatar
Avatar
3
May 20
6366
Marked lost opportunities cannot be found again? Solved
opportunities leads
Avatar
Avatar
Avatar
2
Jul 17
9040
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk Slovenščina Español (América Latina) Español Svenska ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now